Yash Talwar
Summary
Disciplined Finance Intern pursuing opportunity to further studies and add to hands-on financial services experience. Accomplished at performing quantitative data and producing graphs. Excellent report drafting and monthly statement analysis talents. Flexible and hardworking eager to listen, learn and support superiors.
Have a good mind to work on numbers and have always been intrigued by the financials ranging from generating funds, rationalization of spending, resourceful savings, and the returns on investment.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Finance Trainee
CEAT LTD.
Mumbai, Maharashtra
03.2021 - 12.2021
- Assisted with account reviews and preparation for account reviews.
- Fx trading and daily hedging funds activities
- Verified financial journals for clarity and completion under supervisor direction.
- Prepared and posted financial journal entries using technically relevant software.
- Examined financial risks and benefits of projects by looking at cash flows, debt coverage and rates of return.
- Drafted financial reports to support comprehensive investigations.
- Reviewed statements with staff accountants to inform corporate and individual financial planning.
- Implemented system for tracking payments on projects and contracts.
- Accepted and processed account payments.
Financial Advisor Trainee
Agrawal Traders
Shirpur, Maharashtra
03.2020 - 02.2021
- Assisted with account reviews and preparation for account reviews.
- Recommending investment products and services that are suitable for prospects and clients based on their objective, resources, and risk profile.
- Supported organizational account management duties under direct supervision.
- Implemented system for tracking payments on projects and contracts.
- Verified financial journals for clarity and completion under supervisor direction.
- Drafted financial reports to support comprehensive investigations.
- Monitored revenue, risk and capital allocations for financial transparency and balance.
Education
Post-Degree Certificate - Accounting
York University
Toronto, ON08.2022
Association of Chartered Certified Accountants - Accounting And Finance
ACCA Global
United KingdomBachelor of Commerce -
University of Mumbai
Mumbai India07.2021
Skills
- Data evaluation
- Records administration
- Project support
- Proficiency in SAP
- Cash flow management
- Financial Management
- Cash Management
- Accounting principles understanding
- Verbal and Written Communication
- Financial analysis
- Budget forecasting
- Relationship building and management
Certification
- Microsoft excel Training
- National Financial Literacy assessment test - Merit certification
Timeline
Finance Trainee
CEAT LTD.
03.2021 - 12.2021
Financial Advisor Trainee
Agrawal Traders
03.2020 - 02.2021
Post-Degree Certificate - Accounting
York University
Association of Chartered Certified Accountants - Accounting And Finance
ACCA Global
Bachelor of Commerce -
University of Mumbai
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